Junior Relationship Manager (m/w/d)
Core
Junior Relationship Manager providing holistic and empathetic financial advice to private customers across personal, phone, and video channels.
Role type
Junior Relationship Manager (Private Banking)
Builds
Individual investment solutions including wealth management, funds, ETFs, stocks, and bonds
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, customer relationship management, strategic advisory, communication, regulatory compliance knowledge, relationship building
Preferred skills
Experience in securities sales, telephone investment advisory
Technologies
Video chat platforms, investment management systems
Responsibilities
Advise customers on wealth management and investment products, identify and develop customer potential, acquire new client connections, collaborate with experienced relationship managers and specialists
Seniority
Junior, entry-level professional